WCM

Wealthcare Capital Management Portfolio holdings

AUM $985M
1-Year Est. Return 11.41%
This Quarter Est. Return
1 Year Est. Return
+11.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$879M
AUM Growth
+$3.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.57M
3
+$431K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$146K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$126K

Top Sells

1
+$3.05M
2
+$2.6M
3
+$2.34M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.76M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$192K

Sector Composition

1 Energy 0.09%
2 Financials 0.07%
3 Technology 0.07%
4 Communication Services 0.04%
5 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$69K 0.01%
2,582
77
$65K 0.01%
917
78
$65K 0.01%
486
+35
79
$62K 0.01%
823
-15
80
$57K 0.01%
830
81
$54K 0.01%
1,059
+200
82
$52K 0.01%
413
83
$51K 0.01%
650
84
$51K 0.01%
624
85
$50K 0.01%
255
86
$50K 0.01%
600
87
$48K 0.01%
576
88
$46K 0.01%
690
+230
89
$46K 0.01%
1,301
90
$45K 0.01%
1,147
91
$44K 0.01%
1,334
92
$44K 0.01%
324
93
$43K ﹤0.01%
760
94
$43K ﹤0.01%
1,704
95
$43K ﹤0.01%
396
96
$42K ﹤0.01%
760
97
$42K ﹤0.01%
525
98
$39K ﹤0.01%
321
99
$39K ﹤0.01%
1,492
-2,356
100
$39K ﹤0.01%
781
2 3
4
5 6